Loading Events

« All Events

  • This event has passed.

Bring in the Experts SUPER WEDNESDAY – Refixing and restructuring at higher rates: Opportunities for better client experience and minimising the risk of complaints

June 7, 2023 @ 10:00 am - 11:30 pm NZST

 

Bring in the Experts SUPER WEDNESDAY with our Lending MAC
Refixing and restructuring at higher rates: Opportunities for better client experience and minimising the risk of complaints

Join us for an engaging webinar into the world of lending and explore opportunities for improving client experience, even with refixing at higher rates.

This session will focus on best practices for structuring fixed-rate products and will also address the crucial aspect of minimizing the risk of complaints within the framework of new regulatory requirements.

Andrew Gunn, Strategic Partnerships Manager at Insurance & Financial Services Ombudsman Scheme, will share key advice for dealing with complaints, and common patterns that they’re seeing from real-life complaint and dispute resolution cases. 

Gain insight into lessons learned from common complaints that have escalated to dispute resolution schemes related to refixing mortgages. Our panel of experts will share a frank discussion about their approaches to resolving disputes and their robust practices that can enhance the lending experience.

Key topics:

  1. Examining real-life complaints and dispute resolutions related to refixing mortgages
  2. Analysing the root causes of complaints and identifying common patterns
  3. Insights from experts on mitigating risks and avoiding disputes in the refixing process
  4. Strategies for improving communication and transparency with clients during refixing
  5. Proactive measures to address regulatory requirements and prevent complaints
  6. Practical recommendations for lenders to enhance their refixing practices and client experience

On the panel:

Hamish Patel – Owner & Mortgage Broker of Mortgages Online
John Bolton – Founder & Head of Mortgages, Squirrel
Julius Capilitan – Managing Director, Century 21 Financial
Zebunisso Alimova – Mortgage Adviser, Mike Pero

Join us for this informative webinar and gain valuable strategies from industry experts. Discover effective measures to minimize complaints, optimize lending practices, and provide exceptional service to your clients.

In the spirit of openness, this webinar will follow the Chatham House Rule and a recording will not be available for viewing after the event. Don’t miss out on the chance to improve your clients’ experience at what is a difficult time for many of our customers. Don’t miss out on the chance to improve your clients’ experience at what is a difficult time for many of our customers.

Details

Date:
June 7, 2023
Time:
10:00 am - 11:30 pm
Event Category:

Venue

Online

Organiser

Financial Advice New Zealand
Phone:
0800 432 101
Email:
info@financialadvice.nz
Website:
https://financialadvice.nz/